by Lori Bowden | Sep 3, 2026 | Business, Individuals, Newsletter, Tax
As the end of 2026 approaches, look beyond investment performance and consider how taxes may affect your overall returns. Although tax considerations generally shouldn’t drive investment decisions, a year-end portfolio review may identify opportunities to reduce your...
by Lori Bowden | Sep 2, 2026 | Individuals, Newsletter, Tax
If you’re eligible to contribute to a Health Savings Account (HSA), consider taking a closer look at your contribution strategy. You may be able to reduce your 2026 taxes while strengthening your long-term financial security. Although many people use HSAs to pay...
by Lori Bowden | Aug 4, 2026 | Business, Individuals, Newsletter, Tax
Families looking for another way to save for a child’s future may want to consider Section 530A accounts. Created by the 2025 tax legislation commonly referred to as the One Big Beautiful Bill Act, these tax-advantaged savings accounts, also known as Trump Accounts,...
by Lori Bowden | Aug 1, 2026 | Individuals, Newsletter, Tax
If you’re single with no children, an estate plan can help ensure your wishes will be carried out and important decisions remain in trusted hands. Without a will, state intestacy laws generally determine who inherits assets. While beneficiary designations may control...
by Lori Bowden | Jul 3, 2026 | Individuals, Newsletter, Tax
When you’re not using your vacation home, renting it out can generate extra income. But it can also affect your taxes, depending on how often you rent and use the property personally. The 14-Day Rule In some situations, renting out a vacation home can generate...
by Lori Bowden | Jul 2, 2026 | Individuals, Newsletter
An emergency fund is key to long-term financial security. Over time, changes in expenses, income, family needs and financial priorities can affect how much emergency savings you need. Regularly reviewing your reserves can help ensure they’re sufficient to support your...
